Case Study from Ironwood Retirement Plan Consultants : How LE PRO Fills Your Pipeline
D. Bruce Johnston of Ironwood Retirement Plan Consultants speaks about using Larkspur Executive PRO custom tracking marketing letters. Ron and Ironwood have had tremendous success using retirement plan marketing automation that is found within LE PRO.
RegBIDEN: What’s next for Reg BI in the new administration
With Biden taking office in January, many advisors are wondering what the future of Regulation Best Interest looks like. There’s certainly been plenty of speculation on the subject, so let’s take a look at what could change during the transition.
How to Sell Plan Sponsors Without Leaving Home (on Autopilot)
Watch the webinar by Daniel Satchkov, President of RiXtrema, on the best marketing practices for financial advisors who are looking to grow their practice.
Five Mistakes in Using Larkspur Executive
Many advisors are looking to grow their business faster, that’s why they use Larkspur Executive Suite. Getting the most out of it requires some know how. So, Let's take a look at several common mistakes that new users of Larkspur Executive PRO how to avoid them
It’s Official. ESG is Inevitable.
Environmental, Social, and Governance is the hot new thing this year. Investors are increasingly applying these non-financial factors in their analysis to identify material risks and growth opportunities.
Improving Campaign To Increase Open Rate
We recognize that marketing is a crucial component of any successful financial practice. Also, we understand that most advisors have limited time and resources to dedicate to marketing.
Election Day Commentary
If you have followed the polls you know that it is widely expected that Joe Biden will be the next president of the US. Two well-known poll aggregators, FiveThirtyEight and the Economist give Biden a 90% and 97% chance of victory on the eve of the election.
The Importance of Active Campaigns and Timely Follow-ups
Despite being the most frequently asked and debatable, questions like “What’s the best strategy to gain new leads?” and “What’s the best way to follow up with a prospect?” are still very important in any financial advisor’s practice.
Lazy, Lazy, Lazy…Making Election Predictions Based on Faulty Assumptions
Still, so far, so good, nothing about that is particularly disagreeable. I can also envision some serious market volatility if the 2020 election is contested depending on circumstances.
How to Utilize Marketing Quizzes: RiXtrema Guide
In a world that is increasingly online, it is important to likewise move your marketing efforts in that direction. But these days, leads are more difficult to hold onto because they already know every trick in the marketing playbook. So, how will you get creative with your online marketing efforts? The key is interactivity